Quantum (@remedialphysics) 's Twitter Profile
Quantum

@remedialphysics

Physics Major⚛️ now in Private Equity📈 $TSLA $NVDA $CCJ $DNN $CELH $BIDU $YUMC NFA 𝕏 is free for all // Trade Insight is currently Invite-only.

ID: 1730662596

calendar_today05-09-2013 03:38:41

1,1K Tweet

721 Followers

87 Following

CN Wire (@sino_market) 's Twitter Profile Photo

TSMC APRIL SALES HIT NT$349.57B, +48.1% Y/Y. #TSMC $TSM TSMC U.S. SHARES RISE 2.67% IN OVERNIGHT TRADING. mktnews.com/flashDetail.ht…

TSMC APRIL SALES HIT NT$349.57B, +48.1% Y/Y.
#TSMC $TSM 
TSMC U.S. SHARES RISE 2.67% IN OVERNIGHT TRADING.
mktnews.com/flashDetail.ht…
SemiAnalysis (@semianalysis_) 's Twitter Profile Photo

Last month has been concerns (valid) about GB200 racks ramping. It was so over, now, after Computex, it is so back. the print comes out - we're SO back, and then jensen rambles IF YOU LISTEN TO THE CALL IT IS ALWAYS JENSEN RAMBLING, DO NOT BE SURPRISED AGAIN X !!!!

Last month has been concerns (valid) about GB200 racks ramping. It was so over, now, after Computex, it is so back. the print comes out - we're SO back, and then jensen rambles 

IF YOU LISTEN TO THE CALL IT IS ALWAYS JENSEN RAMBLING, DO NOT BE SURPRISED AGAIN X !!!!
SemiAnalysis (@semianalysis_) 's Twitter Profile Photo

Furthermore, GB200 NVL72 is basically requiring CX-7 NICs, the only company that is doing non CX-7 backend NICs is AWS. This comes at the downside of their GB offering coming to market a few quarters later than others. On the software front, NVIDIA's high level communication

SemiAnalysis (@semianalysis_) 's Twitter Profile Photo

Three years after the CHIPS Act pledged $52B to reboot U.S. chips, Clay, NY still looks like this—just a “Coming Soon” sign in an empty field. Micron, Amkor, and SK Hynix are mired in NIMBY fights and two-year permits while Asia pours concrete in weeks. 1/7

Three years after the CHIPS Act pledged $52B to reboot U.S. chips, Clay, NY still looks like this—just a “Coming Soon” sign in an empty field. 

Micron, Amkor, and SK Hynix are mired in NIMBY fights and two-year permits while Asia pours concrete in weeks. 

1/7
CN Wire (@sino_market) 's Twitter Profile Photo

🇨🇳#CHINA’S MINISTRY OF COMMERCE: CHINA WILL, IN ACCORDANCE WITH THE LAW, APPROVE EXPORT APPLICATIONS FOR CONTROLLED ITEMS THAT MEET RELEVANT REQUIREMENTS. THE U.S. SIDE WILL ACCORDINGLY LIFT A SERIES OF RESTRICTIVE MEASURES IMPOSED ON CHINA. mktnews.com/flashDetail.ht…

🇨🇳#CHINA’S MINISTRY OF COMMERCE: CHINA WILL, IN ACCORDANCE WITH THE LAW, APPROVE EXPORT APPLICATIONS FOR CONTROLLED ITEMS THAT MEET RELEVANT REQUIREMENTS.
THE U.S. SIDE WILL ACCORDINGLY LIFT A SERIES OF RESTRICTIVE MEASURES IMPOSED ON CHINA.
mktnews.com/flashDetail.ht…
Anna Wong (@annaeconomist) 's Twitter Profile Photo

Quick take on Canada and EU caving on Digital Service Tax: - The first Trump administration was very much against DST as early as 2019. Diplomatic measures went no where. - My recollection was that overwhelmingly the world /international institutions like OECD was in favor of

Quantum (@remedialphysics) 's Twitter Profile Photo

Hi, Holy shit lol. 2025 filled with crazy plot twist after plot twist. 1st half of the year in the books. Can’t wait for 2nd half $spy $qqq $nvda $tsla $enph $fslr

Rep. Ralph Norman (@repralphnorman) 's Twitter Profile Photo

Tax credits that favor select industries, like wind and solar, create an unlevel playing field and distort our economy. No more handouts, no more favorites.

SemiAnalysis (@semianalysis_) 's Twitter Profile Photo

One of the major technology innovations that has enabled LLM training and inference and a fundamental component of NVIDIA’s datacenter GPUs was actually partially invented by AMD. Click below to read more. 1/5

One of the major technology innovations that has enabled LLM training and inference and a fundamental component of NVIDIA’s datacenter GPUs was actually partially invented by AMD. 

Click below to read more.

1/5